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FI Type
Community Bank
Location
Massachusetts, U.S.
Objective
Drive Google Review Success
Website
https://www.middlesexfederal.com/

Results

feedback
Boosted Google Visibility

lead-generation
Strengthened Referral Relationships

announcement
Enhanced Online Reputation

The Objective: Boost Google Reviews

Overview

FI GROW Solutions partnered with a Massachusetts-based financial institution to showcase how integrating sales enablement strategies into digital marketing efforts can deliver measurable results. The focus was on increasing 5-star Google reviews through personalized, automated outreach to referral partners and past mortgage clients.

Challenge

We wanted to improve the client's online reputation, while strengthening the relationship with referral sources and past clients. It was important to us to engage these audiences in a meaningful way, while we maintained a personal touch. 

Solution

FI GROW Solutions collaborated with a mortgage loan officer to develop and implement a targeted, automated email sales sequence. This sequence included:

  • Personalized Messaging: Each email appeared as a one-to-one communication from the loan officer.

  • Video Integration: A heartfelt video from the loan officer thanking recipients for their business and requesting Google reviews.


  • Streamlined Automation: Automated yet personalized touchpoints to maintain efficiency and consistency.

Results 

  • Contacts Enrolled: 297 past clients and referral partners were enrolled in the sequence.

  • Email Open Rate: 31.31%, significantly above industry averages for similar campaigns.

  • Google Reviews: 8 new 5-star reviews, boosting the institution’s online reputation and visibility.

  • Impact: Higher Google ratings increased the institution’s search ranking and kept them top-of-mind with referral partners, driving an increase in referral business.

    Key Takeaways

  1. Sales and Marketing Alignment: By bridging the gap between marketing and sales, FI GROW Solutions eliminated internal silos and created a seamless strategy.

  2. Humanized Automation: Personalized video messages and tailored email sequences provided a personal touch at scale.

  3. Measurable Success: The initiative demonstrated how combining sales enablement with digital marketing can yield tangible benefits for financial institutions.

 

 

In Conclusion

FI GROW Solutions is not just a digital marketing agency; we specialize in working directly with sales teams to align strategies, remove silos, and create impactful results. This case study highlights how a targeted approach to sales enablement can amplify a financial institution’s reputation, foster stronger relationships, and drive business growth.

You can do this for your Financial Institution as well, and we can help!

  Contact us today to discuss and click here to learn more about working with our team! 

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